8650108

User Interface for Investment Decisioning Process Model

PublishedFebruary 11, 2014
Assigneenot available in USPTO data we have
Technical Abstract

Patent Claims
20 claims

Legal claims defining the scope of protection, as filed with the USPTO.

1

1. A method of calculating a segment score comprising: for a first enterprise having at least two divisions, each of the at least two divisions having different division goals, receiving a plurality of funding requests, wherein at least a first funding request originates from a first requestor at the first division and a second funding request originates from a second requestor at either the first or the second division, wherein the receiving of the first fund request comprises: (a) identifying a plurality of segments within the first division, the plurality of segments including at least a finance segment, a strategy segment and a risk segment, for at least one of: the finance segment, the strategy segment, or the risk segment, displaying a plurality of elements for review, wherein each segment relates to one or more goals of the enterprise, and each element is specific to that respective segment's one or more goals of the enterprise; (b) displaying a plurality of thresholds for each element of each segment displayed, wherein the thresholds are calculated from historical data of the enterprise; (c) receiving a user input from a user that is indicative of the quantity of thresholds exceeded for the displayed elements; and (d) calculating with a processor a value indicative of a segment score for at least one of the finance segment, the strategy segment, or the risk segment that is determined by the method comprising: (i) prioritizing, by the processor in a computing device without requiring additional user input, each element of each segment against each other element of the same segment according to a prioritization value; (ii) assigning, by the processor in the computing device without requiring additional user input, a quantifiable value to each of the thresholds for the elements; (iii) for each displayed element, determining, by the processor in the computing device without requiring additional user input, the quantity of thresholds exceeded by the value received by the user input; (iv) using the processor to calculate an element score for each displayed element by utilizing the received value and the prioritization value of the element; and (v) calculating by the processor the segment score from the individual elements within the segment.

2

2. The method of claim 1 , wherein the prioritization value is determined by an analytic hierarchy process.

3

3. The method of claim 2 , wherein the determination of the prioritization value comprises: (1) receiving a plurality of inputs, each input being indicative of a quantitative value comparing one element of the at least one segment against another element of the same segment; (2) performing (1) for each other element in the at least one segment; (3) displaying the quantitative values obtained in (2); (4) for each element, summing the displayed quantitative values and calculating the percentage of each quantitative value contributing to the sum; and (5) ranking the elements.

4

4. The method of claim 3 , wherein the determination of the prioritization value comprises: (6) displaying the ranking of the elements.

5

5. The method of claim 3 , wherein the plurality of inputs of (1) are selected from the group consisting of: a user input, an input generated from historical data, an assumption, and combinations thereof.

6

6. The method of claim 3 , wherein the ranking is determined by summing all of the percentages for each element.

7

7. The method of claim 1 , further comprising: (e) using a processor to calculate a project score (f) displaying the project score on a display device.

8

8. The method of claim 1 , wherein quantifiable value for a first threshold within a plurality of thresholds for an element is calculated utilizing a scaling factor.

9

9. The method of claim 8 , wherein the quantifiable value of a second threshold for the element is first calculated and the first quantifiable value is determined by scaling the quantifiable value of the second element by the scaling factor.

10

10. The method of claim 1 , further comprising: (e) displaying a value indicative of a model score, wherein the model score is determined by utilizing a calculated segment score for each of the finance segment, the strategy segment, or the risk segment.

11

11. The method of claim 1 , comprising: (e) updating the thresholds of a first segment if the scoring of a second segment or an element of the second segment is above a certain value.

12

12. The method of claim 1 , wherein the risk segment comprises elements relating to the risks selected from the group consisting of: Contractual Risk, Brand Image/Reputational Risk, Legal Risk, External Regulatory/Compliance Risk, Operational & Process Execution Risk, and combinations thereof.

13

13. The method of claim 1 , wherein the finance segment comprises elements relating to the financial considerations selected from the group consisting of: net present value (“NPV”) of shareholder value added (“SVA”), information regarding the return on investment (“ROI”) for a specific project proposed for the enterprise, In Year Net Income Before Tax (NIBT), Payback, and combinations thereof.

14

14. The method of claim 1 , wherein the strategy segment comprises elements relating to strategy considerations selected from the group consisting of: Sustaining, Cost Saves, Competitive Advantage, Infrastructure, ROC (Revenue, Opportunities and Cost Savings), and Technology.

15

15. A method comprising: (a) identifying, by a computing device, a plurality of segments for a division of an enterprise, the plurality of segments including at least a finance segment, strategy segment and risk segment; (b) displaying a plurality of elements of at least one of the finance segment, the strategy segment, or the risk segment, wherein each element relates to a specific goal of the enterprise; (c) receiving a plurality of inputs, each input being indicative of a quantitative value comparing one element of the at least one segment against another element of the same segment; (d) performing (c) for each other element in the at least one segment; (e) displaying the quantitative values obtained in (c); (f) for each element, summing the displayed quantitative values and calculating the percentage of each quantitative value contributing to the sum, by the processor of a computing device without requiring user input; (g) ranking the elements, by the processor of the computing device without requiring user input; and (h) displaying the ranking of the elements.

16

16. The method of claim 15 , wherein the plurality of inputs are selected from the group consisting of: a user input, an input generated from historical data, an assumption, and combinations thereof.

17

17. The method of claim 16 , wherein the ranking is determined by summing all of the percentages for each element.

18

18. The method of 16 , further comprising: (i) displaying a legend comprising values.

19

19. A non-transitory computer-readable medium comprising computer-executable instructions, that when executed perform the method comprising: (a) identifying a plurality of segments for a division of an enterprise, the plurality of segments including at least a finance segment, strategy segment and risk segment; (b) displaying a plurality of elements of at least one of the finance segment, the strategy segment, or the risk segment; (c) displaying a plurality of thresholds for each element of each segment displayed, wherein the thresholds are calculated from historical data of the enterprise; (d) receiving a user input from a user that is indicative of the quantity of thresholds exceeded for the displayed elements; and (e) displaying a value indicative of a segment score for at least one of the finance segment, the strategy segment, or the risk segment that is determined by the method comprising: (i) prioritizing each element of each segment against each other element of the same segment according to a prioritization value; (ii) assigning a quantifiable value to each of the thresholds for the elements; (iii) for each displayed element, determining the quantity of thresholds exceeded by the value received by the user input; (iv) using a processor to use calculate an element score for at each displayed element by utilizing the received value and the prioritization value of the element; and (v) calculating the segment score from the individual elements within the segment.

20

20. The computer-readable medium of claim 19 , further comprising computer-executable instructions that when executed perform a method for determining a prioritization value comprising: (f) displaying a plurality of elements of at least one of the finance segment, the strategy segment, or the risk segment, wherein each element relates to a specific goal of the enterprise; (g) receiving a plurality of inputs selected from the group consisting of: a user input, an input generated from historical data, an assumption, and combinations thereof, each input being indicative of a quantitative value comparing one element of the at least one segment against another element of the same segment; (h) performing (g) for each other element in the at least one segment; (i) displaying the quantitative values obtained in (h); (j) for each element, summing the displayed quantitative values and calculating the percentage of each quantitative value contributing to the sum; (k) ranking the elements; and (l) displaying the ranking of the elements.

Patent Metadata

Filing Date

Unknown

Publication Date

February 11, 2014

Inventors

Dorene S. Schram
Rena Lauren Murphy
Kathy L. Angell
Catharine Phillips Train
Robert James McDonald

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Cite as: Patentable. “USER INTERFACE FOR INVESTMENT DECISIONING PROCESS MODEL” (8650108). https://patentable.app/patents/8650108

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